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Chemours Company
(NYSE:CC)
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Rating:47Neutral
Price Target:
$12.50
▼(-19.97% Downside)
Action:Reiterated
Date:09/09/26
The score is held down primarily by weakened financial performance (sharp TTM revenue decline, losses, and a highly stressed balance sheet with high debt and slightly negative equity). Technicals also remain weak with price below key moving averages and a negative MACD. Partially offsetting these risks, the earnings call pointed to improving cash generation, ongoing debt reduction, and a guided FY2026 EBITDA/FCF improvement path, while valuation gets limited support from a ~2.27% dividend yield despite a loss-driven negative P/E.
Positive Factors
Refrigerant intellectual-property protection
Court injunctions protecting select hydrofluoroolefin refrigerant blends reinforce Chemours’ proprietary technology position. Effective patent enforcement can defend differentiated products, preserve customer adoption of next-generation refrigerants, and support durable pricing power in a regulation-driven transition.
Negative Factors
Highly leveraged balance sheet
Debt of roughly $4.1 billion alongside slightly negative equity leaves limited financial flexibility and increases sensitivity to operating setbacks. High leverage can absorb a meaningful share of future cash generation, constrain investment choices, and make downturns more difficult to manage.
Read all positive and negative factors
Positive Factors
Negative Factors
Refrigerant intellectual-property protection
Court injunctions protecting select hydrofluoroolefin refrigerant blends reinforce Chemours’ proprietary technology position. Effective patent enforcement can defend differentiated products, preserve customer adoption of next-generation refrigerants, and support durable pricing power in a regulation-driven transition.
Read all positive factors
Chemours Company Key Performance Indicators (KPIs)
Any
Adjusted EBITDA by Segment
Profitability by business unit after removing one-time items, showing which segments generate the most cash and the strongest margins. Highlights where pricing power or cost control is working, where earnings are vulnerable to raw-material or energy price swings, and which divisions are most important for sustaining free cash flow.
Profitability by business unit after removing one-time items, showing which segments generate the most cash and the strongest margins. Highlights where pricing power or cost control is working, where earnings are vulnerable to raw-material or energy price swings, and which divisions are most important for sustaining free cash flow.
Data provided by:
The Fly
The FlyChemours Company (CC) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.92B
Dividend Yield2.75%
Average Volume (3M)1.97M
Price to Earnings (P/E)―
Beta (1Y)1.63
Revenue Growth-1.38%
EPS Growth28.10%
CountryUS
Employees5,700
SectorBasic Materials
Sector Strength58
IndustryChemicals - Specialty
Share Statistics
EPS (TTM)-2.40
Shares Outstanding150,499,000
10 Day Avg. Volume2,281,596
30 Day Avg. Volume1,966,549
Financial Highlights & Ratios
PEG Ratio<0.01
Price to Book (P/B)7.09
Price to Sales (P/S)0.31
P/FCF Ratio34.76
Enterprise Value/Market Cap3.42
Enterprise Value/Revenue1.13
Enterprise Value/Gross Profit7.37
Enterprise Value/Ebitda-39.48
Forecast
1Y Price Target
$16.78Price Target Upside7.41% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering10
EPS Forecast (FY)0.95
Revenue Forecast (FY)$5.92B
Chemours Company Business Overview & Revenue Model
Company Description
The Chemours Company provides performance chemicals in North America, the Asia Pacific, Europe, the Middle East, Africa, and Latin America. The company operates through three segments: Thermal & Specialized Solutions, Titanium Technologies, and Ad...
How the Company Makes Money
Chemours makes money primarily by manufacturing specialty chemical products and selling them to business customers under long-term supply arrangements, contract sales, and spot/market-based transactions, depending on the product line and end marke...
Chemours Company Earnings Call Summary
Earnings Call Date:Aug 04, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Oct 28, 2026
Earnings Call Sentiment Positive
The call highlighted meaningful operational and commercial progress—Q2 adjusted EBITDA beat expectations, TT pricing momentum (≈5% YTD), APM Performance Solutions growth (+8% YoY) and strong cash generation including a ~$270M debt repayment—while also acknowledging notable near-term headwinds, especially TSS aftermarket destocking (pre-buy impact ≈$65M and ~25% YoY market drop), APM volume effects from a prior line closure and TT volume softness amid inflationary input costs. Management reiterated a constructive multi-year view (Pathway to Thrive, $1B adjusted EBITDA ambition) and provided a measured FY 2026 outlook, but near-term guidance incorporates expected sequential declines and ongoing uncertainties.Positive Updates
Q2 Adjusted EBITDA Outperformance and Pricing Momentum
Adjusted EBITDA exceeded expectations in Q2 driven by stronger operational performance, an improved product mix in APM and pricing gains in Titanium Technologies; company announced three TiO2 price increases since December 2025, contributing to approximately a 5% year-to-date price increase in TT.
Negative Updates
TSS Aftermarket Destocking and Softer Residential Demand
Net sales were slightly below expectations primarily due to weaker residential stationary AC aftermarket demand; management cited distributor channel pre-buys in 2025 (estimated at about $65 million of sales that shifted timing) and noted the stationary aftermarket market size is down roughly 25% year-over-year, with destocking and macro affordability headwinds likely to pressure near-term order activity.
Read all updates
Q2-2026 Updates
Positive
Negative
Q2 Adjusted EBITDA Outperformance and Pricing Momentum
Adjusted EBITDA exceeded expectations in Q2 driven by stronger operational performance, an improved product mix in APM and pricing gains in Titanium Technologies; company announced three TiO2 price increases since December 2025, contributing to approximately a 5% year-to-date price increase in TT.
Read all positive updates
Company Guidance
Chemours guided Q3 consolidated net sales to be down 5% to flat sequentially with consolidated adjusted EBITDA of $175–$205 million, corporate expense of ~$40–$45 million, Q3 CapEx of ~$65 million and at least $50 million of free cash flow; segment guidance was TSS net sales down sequentially mid‑teens to 20% with adjusted EBITDA $125–$140 million, TT net sales up low‑ to mid‑single digits with adjusted EBITDA $70–$80 million, and APM net sales up mid‑ to high‑single digits with adjusted EBITDA $20–$30 million. For full‑year 2026 Chemours expects net sales +1% to +5% versus 2025, adjusted EBITDA $775–$825 million, CapEx $250–$280 million, free cash flow conversion above 25% and net leverage around 3.8x by year‑end; management also reiterated longer‑term targets of at least $1.0 billion of annual adjusted EBITDA and >40% FCF conversion and noted TT pricing actions have driven roughly a 5% YTD TiO2 price increase.Chemours Company Financial Statement Overview
Summary
Income Statement
28
Negative
Balance Sheet
18
Very Negative
Cash Flow
52
Neutral
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 5.80B | 5.81B | 5.78B | 6.08B | 6.83B | 6.34B |
| Gross Profit | 889.00M | 902.00M | 1.15B | 1.31B | 1.62B | 1.38B |
| EBITDA | -166.00M | 332.00M | 692.00M | 197.00M | 1.20B | 1.18B |
| Net Income | -304.00M | -386.00M | 86.00M | -238.00M | 578.00M | 608.00M |
Balance Sheet | ||||||
| Total Assets | 7.15B | 7.38B | 7.51B | 8.25B | 7.64B | 7.55B |
| Cash, Cash Equivalents and Short-Term Investments | 671.00M | 672.00M | 713.00M | 1.20B | 1.10B | 1.45B |
| Total Debt | 4.12B | 4.58B | 4.36B | 4.30B | 3.88B | 3.99B |
| Total Liabilities | 7.20B | 7.13B | 6.91B | 7.51B | 6.53B | 6.47B |
| Stockholders Equity | -49.00M | 250.00M | 604.00M | 737.00M | 1.11B | 1.08B |
Cash Flow | ||||||
| Free Cash Flow | 125.00M | 51.00M | -993.00M | 186.00M | 448.00M | 537.00M |
| Operating Cash Flow | 353.00M | 264.00M | -633.00M | 556.00M | 755.00M | 814.00M |
| Investing Cash Flow | 73.00M | -206.00M | -353.00M | -229.00M | -284.00M | 220.00M |
| Financing Cash Flow | -369.00M | -126.00M | -36.00M | 172.00M | -686.00M | -554.00M |
Chemours Company Technical Analysis
Negative
15.62
Price Trends
14.69
Negative
17.02
Negative
18.29
Negative
Market Momentum
-0.55
Positive
29.22
Positive
15.89
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CC, the sentiment is Negative. The current price of 15.62 is above the 20-day moving average (MA) of 13.81, above the 50-day MA of 14.69, and below the 200-day MA of 18.29, indicating a bearish trend. The MACD of -0.55 indicates Positive momentum. The RSI at 29.22 is Positive, neither overbought nor oversold. The STOCH value of 15.89 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for CC.
Chemours Company Risk Analysis
Chemours Company disclosed 40 risk factors in its most recent earnings report. Chemours Company reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Chemours Company Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | $7.13B | 16.11 | 7.42% | 5.39% | -4.30% | -46.24% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
56 Neutral | $3.26B | 62.41 | 2.77% | 2.35% | -1.39% | ― | |
54 Neutral | $9.41B | 44.55 | 10.89% | 0.38% | ― | ― | |
52 Neutral | $855.17M | -7.81 | -14.34% | 2.69% | 2.70% | -262.08% | |
49 Neutral | $8.09B | -6.58 | -13.93% | 3.35% | -3.95% | -1725.20% | |
47 Neutral | $1.92B | -6.37 | -170.31% | 2.75% | -1.38% | 28.10% |
* Basic Materials Sector Average
CC
Chemours Company
12.74
-0.29
-2.20%
ASH
Ashland
71.15
22.58
46.49%
EMN
Eastman Chemical
62.33
3.72
6.35%
KRO
Kronos Worldwide
7.43
2.83
61.45%
WLK
Westlake Corporation
63.33
-10.07
-13.72%
SOLS
Solstice Advanced Materials, Inc.
59.25
11.00
22.81%
Chemours Company Corporate Events
Business Operations and StrategyLegal Proceedings
Chemours Reaches Major PFAS Settlement with North Carolina
Neutral
Sep 10, 2026
On September 9, 2026, Chemours, together with DuPont and Corteva, reached a $455 million settlement with the State of North Carolina and 11 local entities over PFAS and other emissions linked to Chemours’ Fayetteville Works facility, as well...
Business Operations and StrategyFinancial DisclosuresRegulatory Filings and Compliance
Chemours updates investors on Pathway to Thrive strategy
Positive
Sep 9, 2026
On September 9, 2026, Chemours posted a new investor presentation to its website for use in upcoming meetings with investors, analysts and other stakeholders, outlining its business mix and financial performance. The materials emphasize continued ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.